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REGIMEN WEALTH, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of REGIMEN WEALTH, LLC on SCHG, newest first. How the timeline and the estimate are built.

REGIMEN WEALTH, LLC held 357,556 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 357,556 shares
    Change vs previous 13F +632 shares

    3.26% of the 13F portfolio, value $12,099,677.

    13F-HR 0001765380-26-000285 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 356,924 shares
    Change vs previous 13F -45,458 shares

    3.04% of the 13F portfolio, value $10,397,189.

    13F-HR 0001765380-26-000178 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 402,382 shares
    Change vs previous 13F -6,994 shares

    3.84% of the 13F portfolio, value $13,125,714.

    13F-HR 0001963863-26-000001 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 409,376 shares
    Change vs previous 13F -3,018 shares

    3.87% of the 13F portfolio, value $13,051,691.

    13F-HR 0001765380-25-000464 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 412,394 shares
    Change vs previous 13F -116,928 shares

    3.74% of the 13F portfolio, value $12,046,015.

    13F-HR 0001765380-25-000292 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 529,322 shares
    Change vs previous 13F +2,730 shares

    4.26% of the 13F portfolio, value $13,259,881.

    13F-HR 0001765380-25-000230 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 526,592 shares
    Change vs previous 13F +381,800 shares

    4.79% of the 13F portfolio, value $14,676,122.

    13F-HR 0001765380-25-000103 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 144,792 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $15,084,418.

    13F-HR 0001765380-24-000456 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).